Regional Expansion FTIS is expanding its footprint in the United Arab Emirates with offices across ADGM, DIFC, and CMA-regulated mainland Abu Dhabi, supported by licensing from the UAE authorities. This creates a regulated on‑ramp for local institutions to access FTIS’s multi‑asset, private and public market capabilities. Sales opportunities include partnering with banks, asset managers, and wealth platforms in the UAE and GCC to offer co‑branded, distributed investment solutions and advisory services.

Tokenization Opportunities FTIS has partnered with EX.IO to distribute tokenised money market funds to Hong Kong professionals, and participates in WAIB Summit discussions on tokenised assets and stablecoins to improve settlement and collateral mobility in Europe. This signals growing demand for tokenisation infrastructure and cross‑border distribution. Potential sales angles include tokenised product suites, integration with token custody and settlement providers, and advisory services for tokenised and fixed‑income strategies.

Open Platform Growth FTIS launched the Preferred Partner Program expanding its Canvas platform to enable third‑party asset managers to offer tax‑managed versions of proprietary strategies, signaling a scalable distribution model. This creates a direct path to engage external managers and wealth platforms seeking tax‑efficient, differentiated access. Sales opportunities include onboarding partners onto Canvas, co‑marketing with FTIS, and offering risk analytics and tax optimization capabilities to partners and their clients.

PublicPrivate Suite FTIS is collaborating with Morningstar Wealth, Apollo, and JPM Asset Management to develop public/private model portfolios, reflecting demand for integrated multi‑asset solutions that bridge public and private markets. This positions FTIS as a provider of robust multi‑asset framework and execution capabilities. Sales angles include offering model portfolios or outsourced solution structures to wealth managers, RIAs, pension plans, and family offices seeking blended exposure and scalable investment constructions.

Quantitative Mastery FTIS emphasizes global research, active management, and data‑driven insights across public and private markets, presenting a compelling value proposition to pensions, endowments, sovereign funds, and large family offices seeking diversified, hedged exposures. Potential sales plays include bespoke quant strategies, advanced risk analytics, access to private market capabilities, and seamless integration with clients’ tech stacks (including OpenAI, Oracle, and Dynamics 365 Marketing) to enhance client engagement and reporting.